Brokerage Financial Consultant

Truist Financial
North Carolina
Workplace: OnsiteFull timeFunction: SalesEducation: bachelorsSkills: ["Analytical","Problem-solving","Interpersonal","Persuasion","Relationship management"]

Provide consultative sales support and technical assistance to Financial Advisors while partnering with them to meet client needs and source prospective clients. Analyze client goals, objectives, and risk tolerance to recommend investment products and services, support client trades and account requests, and manage ongoing client relationships. Prepare and deliver client presentations, execute on external networking and internal referrals to grow securities and insurance sales, and ensure adherence to FINRA and other regulatory standards.

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Truist Financial
Truist Financial
2 months ago

Brokerage Financial Consultant

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Last checked: 14 hours agoStatus: Live

Job Summary

Provide consultative sales support and technical assistance to Financial Advisors while partnering with them to meet client needs and source prospective clients. Analyze client goals, objectives, and risk tolerance to recommend investment products and services, support client trades and account requests, and manage ongoing client relationships. Prepare and deliver client presentations, execute on external networking and internal referrals to grow securities and insurance sales, and ensure adherence to FINRA and other regulatory standards.
Location: North Carolina
Workplace: Onsite
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Participate in establishing the Financial Advisor team’s strategic direction to increase revenue.
  • •Consult clients and prospective clients on goals, objectives, and risk tolerance to recommend and implement investment products and services.
  • •Assist clients with trades, requests for information, research, and account problems.
  • •Provide client relationship management support, including ongoing counsel, relationship reviews, and client service initiatives.
  • •Prepare for and deliver client presentations and engagements while supporting securities and insurance sales through external networking and internal referrals.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysRsusPension

Key Requirements

  • •Bachelor's degree in Business, Accounting, Finance, or Banking, or equivalent education and related experience.
  • •4 years professional experience, including 1 year of experience in the securities industry.
  • •FINRA Series 7 and 66.
  • •Applicable state health and life insurance licenses, with jurisdictional registrations matching the advisor(s) supported.
  • •Organized and self-motivated with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.
Experience:Securities industry
Education:Bachelor's
Skills:AnalyticalProblem-solvingInterpersonalPersuasionRelationship management
Licenses:State health insurance licenseState life insurance license
Certifications:FINRA Series 7FINRA Series 66
Languages:English
Tech Stack:Microsoft Office

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn